Check the video here. https://youtu.be/hM_h0UA7upI?si=Tt9HqQoxceXKHmiI&t=140 He's not just politely saying he likes Tesla, he's talking for 5 minutes in detail about exactly why he believes Tesla is ahead of Waymo and will beat them to scale.
He's forced into supporting vison-only sensors as superior for political reasons but humans can't see in the dark. I don't want a self driving car that's as good as me at night, I want one that's better.